WMG Financial Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
54,943
| – | – | 0.48% | 41 |
|
|
2025
Q1 | $1.19M | Hold |
54,943
| – | – | 0.51% | 38 |
|
|
2024
Q4 | $1.29M | Buy |
54,943
+750
| +1% | +$17.6K | 0.56% | 34 |
|
|
2024
Q3 | $1.26M | Buy |
54,193
+35
| +0.1% | +$817 | 0.57% | 34 |
|
|
2024
Q2 | $1.09M | Buy |
54,158
+3,837
| +8% | +$76.9K | 0.57% | 35 |
|
|
2024
Q1 | $1.06M | Buy |
+50,321
| New | +$1.06M | 0.61% | 35 |
|
|
2023
Q4 | – | Sell |
-17,905
| Closed | -$308K | – | 129 |
|
|
2023
Q3 | $308K | Sell |
17,905
-5,137
| -22% | -$88.4K | 0.26% | 69 |
|
|
2023
Q2 | $411K | Sell |
23,042
-363
| -2% | -$6.47K | 0.3% | 67 |
|
|
2023
Q1 | $465K | Sell |
23,405
-7,637
| -25% | -$152K | 0.38% | 57 |
|
|
2022
Q4 | $669K | Hold |
31,042
| – | – | 0.57% | 53 |
|
|
2022
Q3 | $621K | Buy |
31,042
+1,536
| +5% | +$30.7K | 0.56% | 51 |
|
|
2022
Q2 | $555K | Buy |
29,506
+100
| +0.3% | +$1.88K | 0.48% | 56 |
|
|
2022
Q1 | $656K | Buy |
29,406
+1,350
| +5% | +$30.1K | 0.48% | 52 |
|
|
2021
Q4 | $614K | Buy |
+28,056
| New | +$614K | 0.48% | 51 |
|